Custom Actions

Custom Action enables your voice agent to fetch or send data to any external application via real-time API calls. It’s ideal for integrating third-party CRMs, marketing tools, databases, or automation platforms directly within the conversation flow.

How It Works

Fetch Data from External Tools
Pull info during a live call to personalize conversations or validate data.

Use Case Example

Check if the caller is an existing contact in your CRM
Retrieve subscription status from your billing system

Prompt Example:

Use condition #Check_Lead_Status to retrieve caller details using the phone number.

Send Data to External Tools

Push collected call data to external apps for follow-up actions.

Use Case Example:

Send lead details to a CRM or spreadsheet after the call
Trigger a drip email campaign in your marketing platform

Prompt Example:

Use tool #Send_Extract_Info to push the caller’s name, email, and interest to CRM

Connect with 1000+ Apps using Automation Tools

Easily integrate with platforms like:

Zapier
Make (Integromat)
n8n

You can connect to 1000+ apps like Google Sheets, HubSpot, Pipedrive, Salesforce, Mailchimp, Notion, Airtable, ClickUp, and more.

Use Cases with Automation Tools:

Add a contact to Google Sheets after the call
Create a task in ClickUp for a sales rep
Start a WhatsApp or email sequence via MailerLite or ActiveCampaign
Add or update contacts in HubSpot CRM
Record interest scores in the Notion database.

Prompt Example Using Custom Action

Use tool #Fetch_Existing_Customer to check the caller status in our CRM.
If not found, use tool #Send_New_Lead to send their name, phone number, and intent

Setup Instructions

1. Go to the Agents and Edit → Navigate to Actions → Select Custom Actions.

2. Click on “Click here” to add a new Custom Action.

Fill in the required fields:
- Name
  Provide a unique name for your action (e.g., getUserInfo, lookupEmail). This will be used in the prompt as #ActionName.
- Description
  Add a short description to guide the AI on when and how to use this action.
- Server URL
  Enter the target API endpoint that this action will call.
- Schema
- Define the input/output parameters of the API:
- Property Name – Define the field name (e.g., email, userId)
- Description – Explain the purpose of the field
- Type – Select the data type: String, Number, Boolean, Object, or Array
Save the action.

In the Agent Settings, go to Actions → Custom Actions and select the actions your agent should use during the call.
Link it in your agent prompt using the format #ActionName.

Best Practices

Use descriptive and meaningful action names
Validate endpoints with Postman before linking
Use automation tools (Zapier/Make/N8N) if the destination app doesn’t support APIs
Combine with #Extract_Info to send structured data
Ensure APIs respond within real-time limits (~2-3 seconds)